Purchases and Sales Made in Q2 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 2025. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-188- 5.92% |
$21.1K - $23.3K
|
2.99K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.98% |
$21.3K - $23.4K
|
19.1K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-190- 0.49% |
$21.4K - $23.6K
|
38.2K
$4.63M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-190- 1.69% |
$21.4K - $23.6K
|
11K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-194- 1.2% |
$21.8K - $24.1K
|
16K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-194- 0.79% |
$21.8K - $24.1K
|
24.3K
$2.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-194- 1.79% |
$21.8K - $24.1K
|
10.6K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-194- 4.31% |
$21.8K - $24.1K
|
4.31K
$522K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-195- 4.23% |
$21.9K - $24.2K
|
4.42K
$535K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-196- 5.1% |
$22K - $24.3K
|
3.65K
$442K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-198- 6.53% |
$22.3K - $24.6K
|
2.84K
$343K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-199- 3.34% |
$22.4K - $24.7K
|
5.75K
$697K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 4.12% |
$22.5K - $24.8K
|
4.66K
$564K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 4.71% |
$22.5K - $24.8K
|
4.05K
$490K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-200- 2.98% |
$22.5K - $24.8K
|
6.51K
$789K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.65% |
$22.5K - $24.8K
|
12K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-200- 1.3% |
$22.5K - $24.8K
|
15.2K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-200- 1.63% |
$22.5K - $24.8K
|
12.1K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-201- 4.71% |
$22.6K - $24.9K
|
4.06K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-203- 4.37% |
$22.8K - $25.2K
|
4.45K
$538K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-206- 13.75% |
$23.2K - $25.6K
|
1.29K
$156K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-209- 0.9% |
$23.5K - $25.9K
|
23K
$2.78M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-210- 1.34% |
$23.6K - $26.1K
|
15.4K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-210- 8.12% |
$23.6K - $26.1K
|
2.38K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-212- 8.05% |
$23.8K - $26.3K
|
2.42K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-212- 1.8% |
$23.8K - $26.3K
|
11.6K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-215- 6.15% |
$24.2K - $26.7K
|
3.28K
$397K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-217- 0.34% |
$24.4K - $26.9K
|
62.9K
$7.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-218- 5.41% |
$24.5K - $27K
|
3.81K
$461K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-219- 3.37% |
$24.6K - $27.2K
|
6.27K
$760K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-220- 13.92% |
$24.7K - $27.3K
|
1.36K
$165K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-221- 1.08% |
$24.9K - $27.4K
|
20.3K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-222- 0.59% |
$25K - $27.5K
|
37.5K
$4.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-222- 0.1% |
$25K - $27.5K
|
229K
$27.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-222- 7.15% |
$25K - $27.5K
|
2.88K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-224- 4.92% |
$25.2K - $27.8K
|
4.33K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-225- 7.72% |
$25.3K - $27.9K
|
2.69K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-225- 3.34% |
$25.3K - $27.9K
|
6.51K
$788K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-227- 2.84% |
$25.5K - $28.2K
|
7.76K
$939K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-229- 2.28% |
$25.8K - $28.4K
|
9.82K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-229- 1.19% |
$25.8K - $28.4K
|
19K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-229- 5.24% |
$25.8K - $28.4K
|
4.14K
$502K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-230- 1.53% |
$25.9K - $28.5K
|
14.8K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-230- 8.59% |
$25.9K - $28.5K
|
2.45K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-232- 7.41% |
$26.1K - $28.8K
|
2.9K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-235- 1.67% |
$26.4K - $29.2K
|
13.8K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-235- 11.71% |
$26.4K - $29.2K
|
1.77K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-241- 9.91% |
$27.1K - $29.9K
|
2.19K
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-241- 3.83% |
$27.1K - $29.9K
|
6.05K
$733K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-244- 0.75% |
$27.4K - $30.3K
|
32.4K
$3.92M
|